+720.0%
VST vs ACI
+34.0%
+686.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.2% | -2.0% |
| 7D | -6.0% | -0.6% | -5.4% | -6.0% |
| 30D | -18.8% | +9.5% | -28.3% | -18.9% |
| 3M | -8.0% | +10.1% | -18.1% | -8.2% |
| 6M | -10.9% | -15.4% | +4.5% | -10.2% |
| YTD | -18.3% | -19.5% | +1.2% | -17.6% |
| 1Y | -29.9% | -21.0% | -8.9% | -29.2% |
| 3Y | +290.3% | -31.2% | +321.5% | +296.4% |
| 5Y | +635.3% | -40.6% | +675.9% | +645.9% |
| All | +720.0% | +34.0% | +686.1% | +685.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ACI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling